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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
Citi Retail Banking 44-480 Town Center Way, Palm Desert, CA 92260 • United States
Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Diego | CA | 01/2024 | 10/2025 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 01/2024 | 10/2025 |
| Westpac Wealth Partners | San Diego | CA | 09/2023 | 11/2023 |
| Uc San Diego Bookstore | San Diego | CA | 06/2022 | 08/2023 |
| Cfg Wealth Management | La Jolla | CA | 01/2022 | 05/2022 |
| Marriott Hotels | Palm Desert | CA | 11/2018 | 09/2019 |
| Typ Restaurant Group, Inc Dba Tender Greens | La Jolla | CA | 10/2019 | 11/2019 |
| 99 Cents Only Stores | La Quinta | CA | 07/2017 | 07/2017 |
| Unemployed | La Quinta | CA | 01/2014 | 06/2017 |
| Unemployed | San Diego | CA | 08/2017 | 10/2018 |
| Unemployed | San Diego | CA | 12/2019 | 08/2021 |
| Unemployed | San Diego | CA | 12/2023 | 12/2023 |
| Uc San Diego Bookstore | San Diego | CA | 09/2021 | 12/2021 |
| Citigroup | Palm Desert | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-05 |
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